Orgel Wealth Management, LLC Spdr Gold Trust Transaction History

Orgel Wealth Management, LLC

  • $3.58 Billion
  • Q2 2024

A detailed history of Orgel Wealth Management, LLC transactions in Spdr Gold Trust stock. As of the latest transaction made, Orgel Wealth Management, LLC holds 3,500 shares of GLD stock, worth $847,735. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,500
Previous 3,264 7.23%
Holding current value
$847,735
Previous $671,000 12.07%
% of portfolio
0.02%
Previous 0.02%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 22, 2024
BUY
$207.82 - $224.56 $49,045 - $52,996
236 Added 7.23%
3,500 $752,000
Q4 2020

Feb 08, 2021
SELL
$166.67 - $183.19 $93,335 - $102,586
-560 Reduced 14.64%
3,264 $582,000
Q2 2019

Jul 12, 2019
SELL
$119.94 - $134.2 $4,077 - $4,562
-34 Reduced 0.88%
3,824 $509,000
Q1 2019

Apr 29, 2019
SELL
$121.02 - $126.7 $7,987 - $8,362
-66 Reduced 1.68%
3,858 $471,000
Q3 2018

Oct 11, 2018
SELL
$111.1 - $119.15 $858,469 - $920,672
-7,727 Reduced 66.32%
3,924 $442,000
Q2 2018

Jul 16, 2018
SELL
$118.22 - $128.11 $13,358 - $14,476
-113 Reduced 0.96%
11,651 $1.38 Million
Q1 2018

Apr 25, 2018
BUY
$124.31 - $128.83 $30,828 - $31,949
248 Added 2.15%
11,764 $1.48 Million
Q4 2017

Feb 09, 2018
BUY
$118.01 - $123.82 $737,798 - $774,122
6,252 Added 118.77%
11,516 $1.42 Million
Q3 2017

Nov 13, 2017
BUY
$119.51 - $128.13 $4,063 - $4,356
34 Added 0.65%
5,264 $640,000
Q2 2017

Aug 10, 2017
BUY
N/A
5,230
5,230 $617,000

Others Institutions Holding GLD

# of Institutions
2,361
Shares Held
121M
Call Options Held
63.2M
Put Options Held
45.1M
View Full List

About SPDR GOLD TRUST

GLD Quotes by TradingView
  • Ticker GLD
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 345,100,000
  • Market Cap $83.6B
More about GLD
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